American Express Co
AXP- 交易所
- NYSE
- 產業
- Finance Services
- SEC CIK
- 0000004962
近 90 天，American Express Co 內部人申報 0 筆公開市場買進、1 筆賣出；2026 年第 2 季末有 3,022 家機構在 13F 申報持有，市值合計 $1,951 億；波克夏、馬克爾集團等 8 位大師持有。
2023 年第 3 季 13F 持有人
American Express Co 在 2023/9/30 季末的機構持股。管理 1 億美元以上美股的機構，每季結束後 45 天內要用 13F 申報多頭部位。13F 是什麼
- 持有機構
- 2,003
- 較 2023 年第 2 季 −17 家
- 持有股數
- 6.12 億
- 較 2023 年第 2 季 −709.3 萬 (−1.1%)
- 總市值
- $913.0 億
- 較 2023 年第 2 季 −$163.9 億 (−15.2%)
- 新進機構
- 147
- 另有 745 家加碼
- 清倉機構
- 164
- 另有 745 家減碼
另有 28 家機構在 2023 年第 2 季持有、還沒有申報 2023 年第 3 季 13F：沒申報不算清倉，也不計入上面的變化。
歷季持有家數與市值
2021 年第 1 季起，每季在 13F 申報持有 AXP 的機構家數與合計市值。市值是各季季末的申報市值，也會跟著股價漲跌。
| 季度 | 家數 | 市值 |
|---|---|---|
| 2026 年第 2 季 | 3,022 | $1,951 億 |
| 2026 年第 1 季 | 2,912 | $1,748 億 |
| 2025 年第 4 季 | 3,043 | $2,168 億 |
| 2025 年第 3 季 | 2,758 | $1,934 億 |
| 2025 年第 2 季 | 2,719 | $1,899 億 |
| 2025 年第 1 季 | 2,627 | $1,607 億 |
| 2024 年第 4 季 | 2,642 | $1,775 億 |
| 2024 年第 3 季 | 2,459 | $1,606 億 |
| 2024 年第 2 季 | 2,349 | $1,398 億 |
| 2024 年第 1 季 | 2,316 | $1,395 億 |
| 2023 年第 4 季 | 2,192 | $1,145 億 |
| 2023 年第 3 季 | 2,003 | $913.0 億 |
| 2023 年第 2 季 | 2,048 | $1,079 億 |
| 2023 年第 1 季 | 2,056 | $1,029 億 |
| 2022 年第 4 季 | 2,008 | $922.5 億 |
| 2022 年第 3 季 | 1,919 | $850.9 億 |
| 2022 年第 2 季 | 1,975 | $879.8 億 |
| 2022 年第 1 季 | 2,067 | $1,200 億 |
| 2021 年第 4 季 | 2,005 | $1,061 億 |
| 2021 年第 3 季 | 1,879 | $1,112 億 |
| 2021 年第 2 季 | 1,851 | $1,126 億 |
| 2021 年第 1 季 | 1,781 | $964.7 億 |
2023 年第 3 季持有機構
每家機構持有 American Express Co 的股數、市值與佔組合比重；股數變化跟 2023 年第 2 季比。
| 機構 | 股數 | 市值 | 佔組合 % | 股數變化 | 動作 |
|---|---|---|---|---|---|
| Xcel Wealth Management, LLC | 12,523 | $186.8 萬 | 0.74% | −300−2.3% | 減碼 |
| Trust Co of Toledo NA | 12,523 | $186.8 萬 | 0.37% | −109−0.9% | 減碼 |
| Cito Capital Group, LLC | 12,550 | $187.2 萬 | 0.91% | +250+2.0% | 加碼 |
| Sawtooth Solutions, LLC | 12,567 | $187.5 萬 | 0.06% | −2,626−17.3% | 減碼 |
| Bleakley Financial Group, LLC | 12,567 | $187.5 萬 | 0.07% | −1,213−8.8% | 減碼 |
| Sciencast Management LP | 12,581 | $187.7 萬 | 0.85% | +12,581 | 新進 |
| GFG Capital, LLC | 12,599 | $188.0 萬 | 0.61% | +24+0.2% | 加碼 |
| Herbst Group, LLC | 12,600 | $188.0 萬 | 1.34% | +1,000+8.6% | 加碼 |
| Lincoln National Corp | 12,641 | $188.6 萬 | 0.04% | +21+0.2% | 加碼 |
| Insight Inv LLC | 12,626 | $188.9 萬 | 2.09% | −135−1.1% | 減碼 |
| Ahl Investment Management, Inc. | 12,666 | $189.0 萬 | 1.68% | −25−0.2% | 減碼 |
| Quadrant Capital Group LLC | 12,684 | $189.2 萬 | 0.19% | +9+0.1% | 加碼 |
| Bridgeway Capital Management, LLC | 12,700 | $189.5 萬 | 0.05% | −88−0.7% | 減碼 |
| XTX Topco Ltd | 12,771 | $190.5 萬 | 0.33% | +12,771 | 新進 |
| Gladstone Institutional Advisory LLC | 12,790 | $190.8 萬 | 0.12% | +689+5.7% | 加碼 |
| Smith, Salley & Associates | 12,794 | $190.9 萬 | 0.14% | −103−0.8% | 減碼 |
| CAPROCK Group, Inc. | 12,824 | $191.3 萬 | 0.14% | −183−1.4% | 減碼 |
| Ballentine Partners, LLC | 12,879 | $192.1 萬 | 0.05% | −170−1.3% | 減碼 |
| Jacobi Capital Management LLC | 12,912 | $192.6 萬 | 0.22% | +258+2.0% | 加碼 |
| Sound View Wealth Advisors Group, LLC | 13,074 | $195.0 萬 | 0.24% | +2,254+20.8% | 加碼 |
| West Oak Capital, LLC | 13,094 | $195.3 萬 | 0.97% | −46−0.4% | 減碼 |
| Traverso Chambers Private Wealth Management, LLC | 13,191 | $196.8 萬 | 0.53% | −40.0% | 減碼 |
| Greenfield Savings Bank | 13,192 | $196.8 萬 | 1.24% | +238+1.8% | 加碼 |
| Private Asset Management Inc | 13,200 | $196.9 萬 | 0.46% | 00.0% | 不變 |
| Machina Capital S.A.S. | 13,204 | $197.0 萬 | 1.10% | +13,204 | 新進 |
| Madison Wealth Management | 13,222 | $197.3 萬 | 0.41% | +165+1.3% | 加碼 |
| Townsend & Associates, Inc | 13,960 | $197.3 萬 | 0.42% | +6,642+90.8% | 加碼 |
| Impax Asset Management Group plc | 13,228 | $197.3 萬 | 0.01% | −3,365−20.3% | 減碼 |
| Caliber Wealth Management, LLC | 13,297 | $198.4 萬 | 1.33% | +889+7.2% | 加碼 |
| Saxon Interests, Inc. | 13,297 | $198.4 萬 | 1.33% | +8,583+182.1% | 加碼 |
| Tokio Marine Asset Management Co Ltd | 13,298 | $198.4 萬 | 0.13% | +213+1.6% | 加碼 |
| Adviser Investments LLC | 13,322 | $198.8 萬 | 0.04% | +413+3.2% | 加碼 |
| Aptus Capital Advisors, LLC | 13,346 | $199.1 萬 | 0.06% | +2,030+17.9% | 加碼 |
| Sawyer & Company, Inc | 13,395 | $199.8 萬 | 0.93% | −75−0.6% | 減碼 |
| Columbia Asset Management | 13,425 | $200.3 萬 | 0.45% | −271−2.0% | 減碼 |
| Benedict Financial Advisors Inc | 13,429 | $200.4 萬 | 0.58% | +59+0.4% | 加碼 |
| Vestcor Inc | 13,457 | $200.8 萬 | 0.07% | −1,561−10.4% | 減碼 |
| TD Private Client Wealth LLC | 13,498 | $201.4 萬 | 0.09% | −10,253−43.2% | 減碼 |
| Rockland Trust Co | 13,509 | $201.5 萬 | 0.12% | −6,184−31.4% | 減碼 |
| Godshalk Welsh Capital Management, Inc. | 13,520 | $201.7 萬 | 1.52% | −25−0.2% | 減碼 |
| Chartwell Investment Partners, LLC | 13,533 | $201.9 萬 | 0.08% | −8,246−37.9% | 減碼 |
| NewEdge Wealth, LLC | 13,559 | $202.3 萬 | 0.06% | +398+3.0% | 加碼 |
| Invesco, LLC | 13,585 | $202.7 萬 | 1.02% | +30+0.2% | 加碼 |
| Sheaff Brock Investment Advisors, LLC | 13,634 | $203.4 萬 | 0.20% | +10.0% | 加碼 |
| C2C Wealth Management, LLC | 13,674 | $203.8 萬 | 0.29% | 00.0% | 不變 |
| Fort Sheridan Advisors LLC | 13,682 | $204.1 萬 | 0.46% | +150+1.1% | 加碼 |
| TCTC Holdings, LLC | 13,705 | $204.5 萬 | 0.08% | +75+0.6% | 加碼 |
| Boston Family Office LLC | 13,712 | $204.6 萬 | 0.17% | −50−0.4% | 減碼 |
| Peoples Financial Services Corp. | 13,831 | $206.3 萬 | 0.97% | −862−5.9% | 減碼 |
| Alps Advisors Inc | 13,862 | $206.8 萬 | 0.02% | +389+2.9% | 加碼 |
| Avantax Advisory Services, Inc. | 13,935 | $207.9 萬 | 0.02% | −137−1.0% | 減碼 |
| Envestnet Portfolio Solutions, Inc. | 13,951 | $208.1 萬 | 0.01% | +13,951 | 新進 |
| Karani Asset Management LLC | 14,075 | $210.0 萬 | 3.02% | −5,431−27.8% | 減碼 |
| Valeo Financial Advisors, LLC | 14,210 | $212.0 萬 | 0.10% | +1,046+7.9% | 加碼 |
| Investment Advisory Services Inc | 14,337 | $213.9 萬 | 0.92% | +267+1.9% | 加碼 |
| Buckingham Strategic Wealth, LLC | 14,423 | $215.2 萬 | 0.03% | −748−4.9% | 減碼 |
| Webster Bank, N. A. | 14,435 | $215.4 萬 | 0.29% | +466+3.3% | 加碼 |
| Bulltick Wealth Management, LLC | 14,480 | $216.0 萬 | 0.54% | +14,480 | 新進 |
| First National Trust Co | 14,497 | $216.3 萬 | 0.10% | −13,198−47.7% | 減碼 |
| Ostrum Asset Management | 14,542 | $217.0 萬 | 0.20% | −2,142−12.8% | 減碼 |
| Eads & Heald Wealth Management | 14,563 | $217.3 萬 | 1.14% | −310−2.1% | 減碼 |
| Empower Advisory Group, LLC | 14,623 | $218.2 萬 | 0.01% | −264−1.8% | 減碼 |
| Grandfield & Dodd, LLC | 14,650 | $218.6 萬 | 0.16% | −108−0.7% | 減碼 |
| Rehmann Capital Advisory Group | 14,698 | $219.3 萬 | 0.20% | −300−2.0% | 減碼 |
| Kanawha Capital Management LLC | 14,753 | $220.1 萬 | 0.21% | −50.0% | 減碼 |
| Condor Capital Management | 14,766 | $220.3 萬 | 0.27% | +96+0.7% | 加碼 |
| Proequities, Inc. | 14,799 | $220.8 萬 | 0.17% | −3,291−18.2% | 減碼 |
| Intrinsic Value Partners, LLC | 14,829 | $221.2 萬 | 2.84% | −24−0.2% | 減碼 |
| Evercore Wealth Management, LLC | 14,927 | $222.7 萬 | 0.04% | +632+4.4% | 加碼 |
| Advanced Portfolio Management, LLC | 15,000 | $223.8 萬 | 1.95% | +15,000 | 新進 |
| Empire Financial Management Company, LLC | 15,088 | $225.1 萬 | 0.98% | −1,057−6.5% | 減碼 |
| Tower Bridge Advisors | 15,127 | $225.7 萬 | 0.21% | 00.0% | 不變 |
| Compass Wealth Management LLC | 15,284 | $228.0 萬 | 0.72% | −325−2.1% | 減碼 |
| L & S Advisors Inc | 15,348 | $229.0 萬 | 0.33% | −664−4.1% | 減碼 |
| Glenview Trust Co | 15,530 | $231.7 萬 | 0.06% | 00.0% | 不變 |
| Pettee Investors, Inc. | 15,566 | $232.2 萬 | 1.10% | +110+0.7% | 加碼 |
| Duality Advisers, LP | 15,619 | $233.0 萬 | 0.28% | +15,619 | 新進 |
| William Allan, LLC | 15,624 | $233.1 萬 | 1.85% | −192−1.2% | 減碼 |
| Lincoln Capital LLC | 15,658 | $233.6 萬 | 0.61% | +342+2.2% | 加碼 |
| Beese Fulmer Investment Management, Inc. | 15,746 | $234.9 萬 | 0.26% | 00.0% | 不變 |
| Davy Global Fund Management Ltd | 15,768 | $235.2 萬 | 0.48% | −720−4.4% | 減碼 |
| Hennion & Walsh Asset Management, Inc. | 15,773 | $235.3 萬 | 0.15% | +5,495+53.5% | 加碼 |
| Quantinno Capital Management LP | 15,828 | $236.1 萬 | 0.11% | +2,509+18.8% | 加碼 |
| Personal Cfo Solutions, LLC | 15,960 | $238.1 萬 | 0.47% | +3,708+30.3% | 加碼 |
| Brave Asset Management Inc | 15,996 | $238.6 萬 | 0.73% | 00.0% | 不變 |
| Twin Tree Management, LP | 16,092 | $240.1 萬 | 0.08% | +16,092 | 新進 |
| Arjuna Capital | 16,115 | $240.4 萬 | 0.86% | +297+1.9% | 加碼 |
| Briggs Advisory Group, Inc. | 16,295 | $243.1 萬 | 1.39% | −1,135−6.5% | 減碼 |
| Mirador Capital Partners LP | 16,459 | $245.6 萬 | 0.56% | +279+1.7% | 加碼 |
| Wilbanks Smith & Thomas Asset Management LLC | 16,495 | $246.1 萬 | 0.09% | −11−0.1% | 減碼 |
| Virtu Financial LLC | 16,548 | $246.9 萬 | 0.25% | +16,548 | 新進 |
| Toroso Investments, LLC | 16,745 | $249.8 萬 | 0.08% | +1,614+10.7% | 加碼 |
| Nemes Rush Group LLC | 16,785 | $250.4 萬 | 0.45% | −25−0.1% | 減碼 |
| Hodges Capital Management Inc. | 16,805 | $250.7 萬 | 0.30% | −13,367−44.3% | 減碼 |
| Nomura Holdings Inc | 16,812 | $250.8 萬 | 0.03% | +16,812 | 新進 |
| Lodestone Wealth Management LLC | 16,827 | $251.0 萬 | 1.77% | −510−2.9% | 減碼 |
| Y-Intercept (Hong Kong) Ltd | 16,845 | $251.3 萬 | 0.25% | +16,845 | 新進 |
| Canandaigua National Bank & Trust Co | 16,947 | $252.8 萬 | 0.41% | −74−0.4% | 減碼 |
| Pring Turner Capital Group Inc | 16,973 | $253.2 萬 | 2.12% | −42−0.2% | 減碼 |
| AIA Group Ltd | 17,038 | $254.2 萬 | 0.12% | +12,550+279.6% | 加碼 |